Bank Transfers Bank Transfers record the movement of funds between two accounts for which you are tracking transactions in CustomBooks™. Creating a Bank Transfer To record a bank transfer: Navigate to Bank → Bank Transfer. Adjust the date, if ...
Need help applying this to your business?
See how CustomBooks™ can support your accounting and inventory workflow
If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.